526 lines
38 KiB
HTML
526 lines
38 KiB
HTML
<!DOCTYPE html>
|
||
<html lang="zh-CN" data-theme="night">
|
||
<head>
|
||
<meta charset="UTF-8">
|
||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||
<title>量子科技产业链 - 深度研究报告</title>
|
||
<link href="https://cdn.jsdelivr.net/npm/daisyui@4.10.1/dist/full.min.css" rel="stylesheet" type="text/css" />
|
||
<script src="https://cdn.tailwindcss.com/3.4.3"></script>
|
||
<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.13.10/dist/cdn.min.js"></script>
|
||
<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
|
||
<style>
|
||
@import url('https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Orbitron:wght@400;700&display=swap');
|
||
|
||
body {
|
||
font-family: 'Inter', sans-serif;
|
||
background-color: #00000a;
|
||
color: #e0e0e0;
|
||
background-image:
|
||
radial-gradient(circle at 1% 1%, rgba(100, 120, 255, 0.2) 1px, transparent 1px),
|
||
radial-gradient(circle at 15% 30%, rgba(100, 180, 255, 0.2) 1px, transparent 1px),
|
||
radial-gradient(circle at 80% 90%, rgba(180, 100, 255, 0.2) 1px, transparent 1px);
|
||
background-size: 50px 50px;
|
||
overflow-x: hidden;
|
||
}
|
||
|
||
.hero-title {
|
||
font-family: 'Orbitron', sans-serif;
|
||
text-shadow: 0 0 10px rgba(0, 191, 255, 0.7), 0 0 20px rgba(0, 191, 255, 0.5);
|
||
}
|
||
|
||
.glass-card {
|
||
background: rgba(10, 10, 20, 0.5);
|
||
backdrop-filter: blur(20px);
|
||
-webkit-backdrop-filter: blur(20px);
|
||
border: 1px solid rgba(255, 255, 255, 0.1);
|
||
border-radius: 1.5rem; /* 24px */
|
||
transition: all 0.3s ease;
|
||
}
|
||
|
||
.glass-card:hover {
|
||
background: rgba(20, 20, 30, 0.6);
|
||
border-color: rgba(0, 191, 255, 0.3);
|
||
transform: translateY(-5px);
|
||
box-shadow: 0 10px 30px rgba(0, 191, 255, 0.1);
|
||
}
|
||
|
||
.bento-grid {
|
||
display: grid;
|
||
gap: 1rem;
|
||
grid-template-columns: repeat(12, 1fr);
|
||
}
|
||
|
||
.bento-item {
|
||
grid-column: span 12;
|
||
}
|
||
|
||
@media (min-width: 768px) {
|
||
.bento-item-col-6 { grid-column: span 6; }
|
||
.bento-item-col-4 { grid-column: span 4; }
|
||
.bento-item-col-8 { grid-column: span 8; }
|
||
.bento-item-col-3 { grid-column: span 3; }
|
||
.bento-item-col-9 { grid-column: span 9; }
|
||
.bento-item-row-2 { grid-row: span 2; }
|
||
}
|
||
|
||
.glow-divider {
|
||
height: 1px;
|
||
background: linear-gradient(90deg, transparent, rgba(0, 191, 255, 0.5), transparent);
|
||
border: none;
|
||
}
|
||
|
||
.section-header {
|
||
font-family: 'Orbitron', sans-serif;
|
||
font-size: 1.875rem; /* text-3xl */
|
||
font-weight: 700;
|
||
letter-spacing: 0.1em;
|
||
text-shadow: 0 0 8px rgba(45, 212, 191, 0.6);
|
||
color: #5eead4; /* teal-300 */
|
||
}
|
||
|
||
.tab-lift {
|
||
transition: all 0.2s ease-in-out;
|
||
}
|
||
|
||
.tab-lift.tab-active {
|
||
transform: translateY(-4px);
|
||
background-color: rgba(45, 212, 191, 0.1);
|
||
border-color: rgba(45, 212, 191, 0.5);
|
||
color: #5eead4;
|
||
}
|
||
|
||
.stock-table th {
|
||
background-color: rgba(255, 255, 255, 0.05);
|
||
font-family: 'Orbitron', sans-serif;
|
||
color: #9ca3af; /* gray-400 */
|
||
}
|
||
|
||
.stock-table tr:hover {
|
||
background-color: rgba(0, 191, 255, 0.05) !important;
|
||
}
|
||
</style>
|
||
</head>
|
||
<body class="min-h-screen">
|
||
|
||
<div id="stars" class="fixed top-0 left-0 w-full h-full -z-10"></div>
|
||
<div id="stars2" class="fixed top-0 left-0 w-full h-full -z-10"></div>
|
||
<div id="stars3" class="fixed top-0 left-0 w-full h-full -z-10"></div>
|
||
|
||
<div class="container mx-auto p-4 md:p-8">
|
||
|
||
<!-- Header Section -->
|
||
<header class="text-center py-12">
|
||
<div class="absolute inset-0 -z-10 h-full w-full bg-transparent bg-[linear-gradient(to_right,#8080800a_1px,transparent_1px),linear-gradient(to_bottom,#8080800a_1px,transparent_1px)] bg-[size:14px_24px]"></div>
|
||
<div class="absolute left-0 right-0 top-0 -z-10 m-auto h-[310px] w-[310px] rounded-full bg-fuchsia-400 opacity-20 blur-[100px]"></div>
|
||
|
||
<h1 class="text-4xl md:text-6xl font-bold hero-title tracking-widest text-white">量子科技产业链</h1>
|
||
<p class="text-lg md:text-xl text-cyan-300 mt-4">Quantum Technology Industry Chain</p>
|
||
<p class="mt-8 text-sm text-gray-500 max-w-3xl mx-auto">
|
||
北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现，本报告为AI合成数据，投资需谨慎。
|
||
</p>
|
||
</header>
|
||
|
||
<!-- Insight Section -->
|
||
<main x-data="{ activeTab: 'insight' }">
|
||
|
||
<div class="mb-12">
|
||
<h2 class="section-header text-center mb-8">核心洞察 & 产业链分析</h2>
|
||
|
||
<div class="bento-grid">
|
||
|
||
<!-- Core Logic -->
|
||
<div class="bento-item md:bento-item-col-8 glass-card p-6 flex flex-col">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">核心观点与市场认知</h3>
|
||
<p class="text-gray-300 flex-grow">量子科技产业链正处在由<strong class="text-teal-300 mx-1">国家战略强力驱动</strong>的产业化初期。其核心驱动力源于“大国博弈”下的<strong class="text-teal-300 mx-1">科技自主可控</strong>需求，而非短期商业利润。当前的市场逻辑主要围绕<strong class="text-cyan-400 mx-1">基础设施建设（量子通信）</strong>和上游核心<strong class="text-cyan-400 mx-1">“铲子股”（量子计算）</strong>展开。产业的全面爆发仍需等待<strong class="text-fuchsia-400 mx-1">量子纠错</strong>等关键技术瓶颈的突破和“杀手级”应用的出现。</p>
|
||
<div class="mt-4 text-sm text-gray-400">
|
||
<span class="font-semibold text-amber-300">预期差分析：</span> 市场对商业化程度、C端应用价值、核心技术自主可控存在乐观预期，但实际进展揭示量子计算仍处基础研究阶段，C端应用模式待验证，稀释制冷机等核心部件仍存“卡脖子”风险。
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Catalysts -->
|
||
<div class="bento-item md:bento-item-col-4 glass-card p-6">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">关键催化剂</h3>
|
||
<div class="space-y-3 text-gray-300 text-sm">
|
||
<div class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-teal-300 mr-2 shrink-0 mt-0.5" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 10V3L4 14h7v7l9-11h-7z" /></svg>
|
||
<div><strong class="text-white">“十五五”规划细则出台：</strong>明确投资规模与重点项目，提供最强政策背书。</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-teal-300 mr-2 shrink-0 mt-0.5" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M9 12l2 2 4-4m6 2a9 9 0 11-18 0 9 9 0 0118 0z" /></svg>
|
||
<div><strong class="text-white">骨干网二期项目启动：</strong>预计带来百亿级订单，利好设备商与集成商。</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-5 w-5 text-teal-300 mr-2 shrink-0 mt-0.5" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M11.049 2.927c.3-.921 1.603-.921 1.902 0l1.519 4.674a1 1 0 00.95.69h4.915c.969 0 1.371 1.24.588 1.81l-3.976 2.888a1 1 0 00-.363 1.118l1.518 4.674c.3.922-.755 1.688-1.538 1.118l-3.976-2.888a1 1 0 00-1.176 0l-3.976 2.888c-.783.57-1.838-.196-1.538-1.118l1.518-4.674a1 1 0 00-.363-1.118L2.05 10.1c-.783-.57-.38-1.81.588-1.81h4.914a1 1 0 00.951-.69l1.519-4.674z" /></svg>
|
||
<div><strong class="text-white">核心企业IPO：</strong>本源量子、国仪量子上市将重塑板块估值体系。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- ECharts - Industry Chain -->
|
||
<div class="bento-item md:bento-item-col-9 md:bento-item-row-2 glass-card p-6">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">产业链图谱</h3>
|
||
<div id="echarts-chain" class="w-full h-[500px] md:h-full"></div>
|
||
</div>
|
||
|
||
<!-- Timeline -->
|
||
<div class="bento-item md:bento-item-col-3 glass-card p-6">
|
||
<h3 class="text-xl font-bold text-cyan-300 mb-4">关键事件轴</h3>
|
||
<ul class="space-y-4 text-sm">
|
||
<li class="relative pl-6">
|
||
<div class="absolute left-0 top-1.5 h-2 w-2 rounded-full bg-cyan-400 animate-pulse"></div>
|
||
<div class="absolute left-1 top-4 h-full w-px bg-cyan-400/20"></div>
|
||
<p class="font-semibold text-white">2024-2025年</p>
|
||
<p class="text-gray-400">战略定位与政策密集出台期，“十五五”规划建议排名第一。</p>
|
||
</li>
|
||
<li class="relative pl-6">
|
||
<div class="absolute left-0 top-1.5 h-2 w-2 rounded-full bg-teal-400"></div>
|
||
<p class="font-semibold text-white">2023-2025年</p>
|
||
<p class="text-gray-400">产业化加速期，中国电信控股国盾量子，本源量子进入IPO辅导。</p>
|
||
</li>
|
||
<li class="relative pl-6">
|
||
<div class="absolute left-0 top-1.5 h-2 w-2 rounded-full bg-fuchsia-400"></div>
|
||
<p class="font-semibold text-white">长期</p>
|
||
<p class="text-gray-400">中美科技竞赛加剧，美国将37家量子企业列入实体清单。</p>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
|
||
<!-- Risks -->
|
||
<div class="bento-item md:bento-item-col-12 glass-card p-6">
|
||
<h3 class="text-xl font-bold text-red-400 mb-4 flex items-center">
|
||
<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-2" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 9v2m0 4h.01m-6.938 4h13.856c1.54 0 2.502-1.667 1.732-3L13.732 4c-.77-1.333-2.694-1.333-3.464 0L3.34 16c-.77 1.333.192 3 1.732 3z" /></svg>
|
||
潜在风险与挑战
|
||
</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4 text-sm text-gray-300">
|
||
<div><strong class="text-red-300 block">技术风险:</strong> 最大的瓶颈是量子纠错(QEC)，一个逻辑比特需约1000个物理比特，技术鸿沟巨大。量子比特退相干问题严峻。</div>
|
||
<div><strong class="text-red-300 block">商业化风险:</strong> 建设与设备成本高昂，限制规模化部署。应用场景有限，尚未找到普适性“杀手级”应用。核心人才全球仅千人级别，极度短缺。</div>
|
||
<div><strong class="text-red-300 block">政策与竞争风险:</strong> 美国技术封锁与禁运带来“卡脖子”风险。QKD与PQC的技术路线之争存在不确定性。</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Detailed Data Section -->
|
||
<div x-data="{ activeTab: 'news' }" class="glass-card p-4 sm:p-6 md:p-8 mb-12">
|
||
<div class="tabs tabs-boxed bg-transparent justify-center mb-6">
|
||
<a @click="activeTab = 'news'" :class="{'tab-active': activeTab === 'news'}" class="tab tab-lift border border-transparent">新闻数据</a>
|
||
<a @click="activeTab = 'roadshow'" :class="{'tab-active': activeTab === 'roadshow'}" class="tab tab-lift border border-transparent">路演纪要</a>
|
||
<a @click="activeTab = 'report'" :class="{'tab-active': activeTab === 'report'}" class="tab tab-lift border border-transparent">研报精粹</a>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'news'" x-cloak>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="news-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">宏观政策与产业规划</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>国家战略:</strong> 定位为未来产业、新质生产力、大国博弈的“颠覆性”赛道。“十五五”规划建议中排名第一。</li>
|
||
<li><strong>部委政策:</strong> 七部门联合印发《关于推动未来产业创新发展的实施意见》，明确发展方向。</li>
|
||
<li><strong>地方布局:</strong> 安徽、山东、上海、合肥等多地公布规划，建设产业集群。</li>
|
||
<li><strong>金融支持:</strong> 中国银行推动未来五年人工智能、量子科技全产业链1万亿元专项金融支持。</li>
|
||
<li><strong>国际竞争:</strong> 中美科技竞赛激烈，美国通过《国家量子计划法案》增加投资并对华限制；英美签署《量子技术合作备忘录》联合投入50亿美元。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">量子科技产业链构成</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<p><strong>主要赛道:</strong> 量子通信、量子计算、量子精密测量。</p>
|
||
<ul class="list-disc pl-5 mt-2 space-y-2">
|
||
<li><strong>上游 (核心元器件/“铲子股”):</strong> 量子芯片(国芯科技)、探测器(国盾量子)、测控系统(普源精电)、稀释制冷机(禾信仪器)。</li>
|
||
<li><strong>中游 (整机/平台):</strong> 整机龙头(国盾量子)、量子计算机(“九章三号”、“祖冲之三号”)、GPU+QPU耦合架构(英伟达NVQLink)。</li>
|
||
<li><strong>下游 (应用/服务):</strong> 量子通信网络(国家骨干网、城域网)、量子加密通话(中国移动)、量子云服务(国盾量子)。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="news-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">主要产业链企业动态</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>国盾量子:</strong> 国内绝对龙头，25年H1量子计算业务收入同比+283.92%。与中电信签订6305.4万元计算项目及0.77亿元通信设备合同。</li>
|
||
<li><strong>中国电信:</strong> 投资超百亿在合肥建设产业化项目，破解量子与经典通信网络融合难题。</li>
|
||
<li><strong>本源量子:</strong> 量子计算机专利数量超越美国，已进入IPO辅导阶段。</li>
|
||
<li><strong>华为:</strong> 取得量子计算专利，旗下哈勃投资入股国测量子。</li>
|
||
<li><strong>中国移动:</strong> 启动“‘点亮百城’量子试验网”，成立“量子生态联盟”。</li>
|
||
<li><strong>国际巨头:</strong> 谷歌发布“Willow”芯片；英伟达举办“量子日”；微软发布拓扑核心量子处理单元。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'roadshow'" x-cloak>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="roadshow-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">核心观点提炼</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>商业化路径:</strong> 量子通信已进入实用化，商业模式为“基建(城域网)+服务(量子密话)”；量子计算短期聚焦科研设备销售，商业化节点在2030年后。</li>
|
||
<li><strong>成本与定价:</strong> QKD设备单节点约200万，完整节点500-800万；超导量子计算机整机售价数千万至数亿元。</li>
|
||
<li><strong>市场规模预测 (2030年):</strong> 量子计算300-500亿元，量子通信是其2-5倍(600-1500亿元)。长期看，2035年量子计算市场或达3000亿元。</li>
|
||
<li><strong>核心技术瓶颈:</strong> 量子计算核心是<strong class="text-white">量子纠错</strong> (约1000物理比特 -> 1逻辑比特)；上游关键设备如<strong class="text-white">稀释制冷机</strong>核心部件仍依赖进口。</li>
|
||
<li><strong>运营商角色:</strong> 中国电信控股国盾量子，主导网络建设，是产业化的关键推动力。“量子密话”用户达百万级，国盾分润约2.76元/月/户。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">量子计算产业链</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>技术路线:</strong> 主流为超导、离子阱、光量子等，超导路线工程化优势明显。</li>
|
||
<li><strong>产业时间表:</strong> 2027年 IBM 200逻辑比特系统 -> 2030年 Google 百万物理比特容错机，为“可纠错实用量子计算”节点 -> 2035年 市场规模达百亿美元。</li>
|
||
<li><strong>应用路径:</strong> 专用量子机、量子-经典混合计算(QPU+GPU)。重点场景包括金融风控、药物模拟、AI加速、密码破解。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="roadshow-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">量子通信产业链</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>技术路线之争:</strong> 中国主推物理层QKD (依托光纤资源)，美国主推数学算法PQC。</li>
|
||
<li><strong>网络建设:</strong> 国内骨干网1.2万公里，城域网每年新增数十城市，形成“天地一体化”网络。英国政府评价中国已进入“量子安全互联网”中期阶段。</li>
|
||
<li><strong>B/G端应用:</strong> 浙江国盾2023年电网量子加密收入1.5亿元；政务、金融是主要客户。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div x-show="activeTab === 'report'" x-cloak>
|
||
<div class="space-y-2">
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="report-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">量子计算</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>发展阶段:</strong> 产业生态处于初期，中美并跑。目前仍处基础研究阶段，核心挑战是量子纠错。</li>
|
||
<li><strong>产业链:</strong> 上游关键设备和元器件(如制冷系统)对外依赖度较高；中游原型机(谷歌Sycamore、中国“祖冲之”)和软件平台(IBM Qiskit)是核心；下游以云平台(Amazon Braket、百度量子平台)和超量融合为主要服务模式。</li>
|
||
<li><strong>应用探索:</strong> 主要在生物医药(Moderna)、金融(本源量子)、交通物流(DLR)等领域进行探索。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="report-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">量子通信</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>发展阶段:</strong> 技术已具备“天地一体”广域网络工程化条件，处于规模应用推广阶段。</li>
|
||
<li><strong>技术原理:</strong> 当前主流应用为QKD，未来QSDC和QT是发展方向。</li>
|
||
<li><strong>网络建设:</strong> 我国已建成全球规模最大的量子保密通信网络，地面总里程超1万公里，代表为“京沪干线”和“墨子号”卫星。</li>
|
||
<li><strong>应用案例:</strong> 金融领域(工商银行、浙商银行)、政务、能源等。中国电信推出全球首款量子安全通话产品，用户达百万级。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-plus bg-white/5">
|
||
<input type="radio" name="report-accordion" />
|
||
<div class="collapse-title text-xl font-medium text-cyan-300">量子测量</div>
|
||
<div class="collapse-content text-gray-400 text-sm leading-relaxed">
|
||
<ul class="list-disc pl-5 space-y-2">
|
||
<li><strong>发展阶段:</strong> 产业链基本形成，处于实用化转型阶段。量子PNT(定位、导航、授时)是战略重点。</li>
|
||
<li><strong>商用化产品:</strong> 量子时钟、量子重力仪、量子磁力计等，其中原子钟商业化成熟度最高。</li>
|
||
<li><strong>应用领域:</strong> 国防军工、生物医疗、能源开发、资源勘探等，已成为传统传感测量的重要补充。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
</div>
|
||
|
||
<!-- Stock List Section -->
|
||
<div class="mb-12">
|
||
<h2 class="section-header text-center mb-8">产业链核心标的</h2>
|
||
<div class="glass-card overflow-x-auto p-4">
|
||
<table class="table table-sm md:table-md stock-table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>产业链环节/定位</th>
|
||
<th>细分赛道</th>
|
||
<th>备注/关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody id="stock-table-body">
|
||
<!-- Stock data will be injected here by JavaScript -->
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
</main>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
// --- ECharts Industry Chain Graph ---
|
||
var chartDom = document.getElementById('echarts-chain');
|
||
var myChart = echarts.init(chartDom, 'dark');
|
||
var option;
|
||
|
||
const data = {
|
||
nodes: [
|
||
{ name: '上游\n核心元器件', category: 0, symbolSize: 80, value: 10 },
|
||
{ name: '中游\n整机与集成', category: 1, symbolSize: 80, value: 10 },
|
||
{ name: '下游\n应用与服务', category: 2, symbolSize: 80, value: 10 },
|
||
|
||
{ name: '低温设备', category: 0, symbolSize: 30, value: 5 },
|
||
{ name: '测控系统', category: 0, symbolSize: 30, value: 5 },
|
||
{ name: '核心器件', category: 0, symbolSize: 45, value: 8 },
|
||
{ name: '禾信仪器', category: 0, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
{ name: '天和防务', category: 0, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
{ name: '普源精电', category: 0, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
{ name: '国芯科技', category: 0, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
{ name: '光迅科技', category: 0, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
{ name: '富士达', category: 0, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
|
||
{ name: '整机/原型机', category: 1, symbolSize: 45, value: 8 },
|
||
{ name: '软件/云平台', category: 1, symbolSize: 30, value: 5 },
|
||
{ name: '网络集成', category: 1, symbolSize: 30, value: 5 },
|
||
{ name: '国盾量子', category: 1, symbolSize: 40, value: 9, label: { color: '#fff' } },
|
||
{ name: '本源量子 (未上市)', category: 1, symbolSize: 25, value: 4, label: { color: '#fff' } },
|
||
{ name: '神州信息', category: 1, symbolSize: 25, value: 4, label: { color: '#fff' } },
|
||
|
||
{ name: '量子通信运营', category: 2, symbolSize: 45, value: 8 },
|
||
{ name: '行业应用', category: 2, symbolSize: 30, value: 5 },
|
||
{ name: '抗量子密码(PQC)', category: 2, symbolSize: 30, value: 5 },
|
||
{ name: '中国电信', category: 2, symbolSize: 40, value: 9, label: { color: '#fff' } },
|
||
{ name: '中国移动', category: 2, symbolSize: 25, value: 4, label: { color: '#fff' } },
|
||
{ name: '中国联通', category: 2, symbolSize: 25, value: 4, label: { color: '#fff' } },
|
||
{ name: '格尔软件', category: 2, symbolSize: 20, value: 3, label: { color: '#fff' } },
|
||
],
|
||
links: [
|
||
{ source: '上游\n核心元器件', target: '中游\n整机与集成' },
|
||
{ source: '中游\n整机与集成', target: '下游\n应用与服务' },
|
||
|
||
{ source: '上游\n核心元器件', target: '低温设备' },
|
||
{ source: '上游\n核心元器件', target: '测控系统' },
|
||
{ source: '上游\n核心元器件', target: '核心器件' },
|
||
{ source: '低温设备', target: '禾信仪器' },
|
||
{ source: '低温设备', target: '天和防务' },
|
||
{ source: '测控系统', target: '普源精电' },
|
||
{ source: '核心器件', target: '国芯科技' },
|
||
{ source: '核心器件', target: '光迅科技' },
|
||
{ source: '核心器件', target: '富士达' },
|
||
{ source: '核心器件', target: '国盾量子' },
|
||
|
||
|
||
{ source: '中游\n整机与集成', target: '整机/原型机' },
|
||
{ source: '中游\n整机与集成', target: '软件/云平台' },
|
||
{ source: '中游\n整机与集成', target: '网络集成' },
|
||
{ source: '整机/原型机', target: '国盾量子' },
|
||
{ source: '整机/原型机', target: '本源量子 (未上市)' },
|
||
{ source: '网络集成', target: '神州信息' },
|
||
{ source: '软件/云平台', target: '中国电信' },
|
||
{ source: '软件/云平台', target: '中国移动' },
|
||
|
||
{ source: '下游\n应用与服务', target: '量子通信运营' },
|
||
{ source: '下游\n应用与服务', target: '行业应用' },
|
||
{ source: '下游\n应用与服务', target: '抗量子密码(PQC)' },
|
||
{ source: '量子通信运营', target: '中国电信' },
|
||
{ source: '量子通信运营', target: '中国移动' },
|
||
{ source: '量子通信运营', target: '中国联通' },
|
||
{ source: '抗量子密码(PQC)', target: '格尔软件' },
|
||
|
||
{ source: '中国电信', target: '国盾量子' }, // 控股关系
|
||
],
|
||
categories: [
|
||
{ name: '上游\n核心元器件' },
|
||
{ name: '中游\n整机与集成' },
|
||
{ name: '下游\n应用与服务' },
|
||
]
|
||
};
|
||
|
||
option = {
|
||
tooltip: {},
|
||
legend: {
|
||
data: ['上游\n核心元器件', '中游\n整机与集成', '下游\n应用与服务'],
|
||
textStyle: { color: '#ccc' }
|
||
},
|
||
series: [
|
||
{
|
||
type: 'graph',
|
||
layout: 'force',
|
||
roam: true,
|
||
label: {
|
||
show: true,
|
||
position: 'right',
|
||
formatter: '{b}',
|
||
color: '#aaa',
|
||
fontSize: 12
|
||
},
|
||
force: {
|
||
repulsion: 300,
|
||
edgeLength: [50, 150]
|
||
},
|
||
data: data.nodes,
|
||
links: data.links,
|
||
categories: data.categories,
|
||
lineStyle: {
|
||
color: 'source',
|
||
curveness: 0.1,
|
||
opacity: 0.5
|
||
}
|
||
}
|
||
],
|
||
color: ['#5eead4', '#22d3ee', '#818cf8']
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
|
||
|
||
// --- Stock Table Data Injection ---
|
||
const stockData = [
|
||
{"stock": "国盾量子", "stock_code": "688027", "reason": "全产业链龙头(通信/计算/测量)", "other_tags": "量子计算/通信", "details": "A股唯一横跨三大领域标的，量子通信绝对龙头，已销售超导量子计算机整机。"},
|
||
{"stock": "中国电信", "stock_code": "601728", "reason": "产业整合者/实控国盾量子", "other_tags": "量子通信/运营", "details": "集运营商、投资者、建设方于一身，计划投资超百亿，强力推动网络建设与商业应用。"},
|
||
{"stock": "神州信息", "stock_code": "000555", "reason": "网络建设集成商", "other_tags": "量子通信", "details": "“京沪干线”总包方，量子通信网络建设核心集成商。"},
|
||
{"stock": "禾信仪器", "stock_code": "688622", "reason": "上游核心“铲子股”/低温设备", "other_tags": "量子计算", "details": "稀释制冷机是超导量子计算机的“心脏”，直接受益于产业发展。"},
|
||
{"stock": "普源精电", "reason": "上游核心“铲子股”/测控系统", "other_tags": "量子计算", "details": "测控系统是量子计算机的“神经系统”，已协助北京量子院搭建量子计算机。"},
|
||
{"stock": "国芯科技", "stock_code": "688262", "reason": "量子安全芯片/量子随机数", "other_tags": "量子计算/通信", "details": "自主研发“量子安全芯片A5Q”和“量子密码卡”，完善安全产品布局。"},
|
||
{"stock": "富士达", "stock_code": "920640", "reason": "射频连接器", "other_tags": "量子计算", "details": "提供超低温环境下的射频信号传输方案。北交所弹性标的。"},
|
||
{"stock": "格尔软件", "stock_code": "603232", "reason": "抗量子密码(PQC)", "other_tags": "量子通信/应用", "details": "后量子密码龙头，应对量子计算对传统密码体系的威胁。"},
|
||
{"stock": "光迅科技", "stock_code": "002281", "reason": "光电子芯片", "other_tags": "量子计算/通信", "details": "与国盾合资成立国讯量子芯，布局光量子通信芯片与量子测量。"},
|
||
{"stock": "亨通光电", "stock_code": "600487", "reason": "网络建设/光纤", "other_tags": "量子通信", "details": "与问天量子合资，参与量子保密通信网络建设。"},
|
||
{"stock": "科大国创", "stock_code": "300520", "reason": "参股国仪量子/测量", "other_tags": "量子测量/参股", "details": "参股量子测量领域龙头国仪量子，布局量子精密测量。"},
|
||
{"stock": "天奥电子", "stock_code": "002935", "reason": "量子精密测量", "other_tags": "量子测量", "details": "涉及量子时钟、量子磁力计等高精度测量设备。"},
|
||
{"stock": "信安世纪", "stock_code": "688201", "reason": "抗量子密码(PQC)", "other_tags": "量子通信/应用", "details": "后量子密码(PQC)领域重要参与者。"},
|
||
{"stock": "三未信安", "reason": "抗量子密码(PQC)", "other_tags": "量子通信/应用", "details": "后量子密码(PQC)领域重要参与者。"},
|
||
{"stock": "中国移动", "stock_code": "600941", "reason": "运营商/云平台", "other_tags": "量子通信/运营", "details": "启动“‘点亮百城’量子试验网”，成立量子生态联盟。"},
|
||
{"stock": "中国联通", "stock_code": "600050", "reason": "运营商/保密网络", "other_tags": "量子通信/运营", "details": "参与量子保密通信网络运营。"},
|
||
{"stock": "科华数据", "stock_code": "002335", "reason": "战略合作", "other_tags": "战略合作", "details": "与科大国盾、玻色量子等企业展开合作。"},
|
||
{"stock": "光韵达", "stock_code": "300227", "reason": "单光子探测器", "other_tags": "量子计算/测量", "details": "单光子探测器是量子信息技术的关键组件。"},
|
||
{"stock": "腾景科技", "stock_code": "688195", "reason": "光学元组件", "other_tags": "量子计算", "details": "为量子计算原型机提供精密光学元器件。"},
|
||
{"stock": "陕西华达", "stock_code": "301517", "reason": "连接器/供货卫星", "other_tags": "量子计算/通信", "details": "产品供货给量子通信卫星项目。"},
|
||
{"stock": "浙江东方", "stock_code": "600120", "reason": "参股神州量子/国盾量子", "other_tags": "控股/参股", "details": "通过投资平台间接参股量子科技公司，参与量子通信骨干网建设。"},
|
||
{"stock": "银轮股份", "stock_code": "002126", "reason": "参股", "other_tags": "控股/参股", "details": "通过产业基金等方式间接参股量子领域。"},
|
||
{"stock": "纬德信息", "stock_code": "688171", "reason": "产业联盟合作", "other_tags": "战略合作", "details": "加入粤港澳大湾区量子科技与产业创新联盟，启动产业合作。"},
|
||
{"stock": "德美化工", "stock_code": "002054", "reason": "参股本源量子", "other_tags": "参股", "details": "间接持有本源量子股权，成为其IPO影子股。"},
|
||
];
|
||
|
||
const tableBody = document.getElementById('stock-table-body');
|
||
stockData.sort((a, b) => a.stock.localeCompare(b.stock, 'zh-Hans-CN')).forEach(stock => {
|
||
const row = `
|
||
<tr>
|
||
<td class="font-bold text-white">${stock.stock}</td>
|
||
<td>${stock.stock_code ? `<a href="https://valuefrontier.cn/company?scode=${stock.stock_code}" target="_blank" class="text-cyan-400 hover:text-cyan-200 transition">${stock.stock_code}</a>` : 'N/A'}</td>
|
||
<td class="text-gray-300">${stock.reason}</td>
|
||
<td><div class="badge badge-outline border-teal-400/50 text-teal-300">${stock.other_tags}</div></td>
|
||
<td class="text-gray-400 text-xs">${stock.details}</td>
|
||
</tr>
|
||
`;
|
||
tableBody.innerHTML += row;
|
||
});
|
||
});
|
||
</script>
|
||
|
||
|
||
</body>
|
||
</html> |